How to Manage Your CMA Report
*Remember: CRMLS Matrix will delete any unmodified CMA that is over 180 days or older.*
Step 1: The Comparitive Market Analysis (CMA) reports created in Matrix are stored and managed under My Matrix tab and Contacts. Click on CMA's to open list of Saved CMAs.
Step 2: To open each CMA, click the CMA name or the triangle next to it. From there you have the following options:
- Edit CMA – This option gives the ability to Remove or Search for Additional Comparables.
- View CMA – This option gives the ability to open and Preview CMA.
- Email CMA – Opens screen to Email selected CMA to client.
- Delete CMA – Once you no longer need the CMA delete from list.
Step 3: At the bottom of the screen are the options to Start a New CMA, Copy the Selected CMA or Delete the Selected CMA.